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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,013 | $183,627-96.2% | $155,602-95.5% | $145,978-95.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.39% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,288 | $5,316-57.0% | $4,675-51.1% | $4,662-50.9% |
| Participant deferral / active EE | $2,630 | $6,466-59.3% | $5,629-53.3% | $6,690-60.7% |
| Admin fee / account holder | $27,403 | $19,327+41.8% | $15,923+72.1% | $13,400+104.5% |